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Lodi
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Lodi
Showing 1 to 10 of 67 CPAs in Lodi, California
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Matthew L. Blote
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Based in Lodi, California, Matthew L. Blote, CPA, brings over 15 years of experience in accounting and tax preparation to his clients. With a specialization in basic accounting services, financial planning, and tax compliance, he works with a diverse range of businesses, including entrepreneurs and startups. His expertise includes payroll processing and compliance, as well as individual and business tax return preparation.
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John R. Olson
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Based in Lodi, California, John R. Olson provides financial expertise to individuals and families. With over 15 years of experience, he specializes in basic accounting services, tax compliance, and individual tax services, serving the needs of family-owned enterprises. His services include bookkeeping and financial statement compilation, as well as tax planning and consulting.
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Terry D. Sazama
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Terry D. Sazama, a certified public accountant based in Lodi, California, specializes in providing tax planning and compliance services to family-owned enterprises and various business structures. With over 20 years of experience in the field, Sazama offers individual and business tax return preparation, as well as sales tax compliance, to help clients navigate complex tax regulations. His expertise in basic accounting services, business tax services, and tax compliance enables him to effectively serve a diverse range of businesses, including S-Corps, partnerships, and LLCs.
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Perry D. Kendrick
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Perry D. Kendrick is a certified public accountant based in Lodi, California, with over 15 years of experience in providing expert financial guidance to small and medium-sized businesses. His areas of specialization include basic accounting services, business tax services, and small business accounting, making him a valuable resource for entrepreneurs and startups. Kendrick's services encompass general accounting and advisory, as well as tax planning and consulting, enabling him to cater to a wide range of financial needs and ensure compliance with relevant regulations.
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De Ette L. Goni
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
De Ette L. Goni is a certified public accountant serving individual and business clients in Lodi, California. With over a decade of experience in tax preparation and compliance, she specializes in providing basic accounting services, tax compliance, and business tax services to entrepreneurs and family-owned enterprises. She also represents clients before the IRS and prepares individual and business tax returns, ensuring accurate and timely submissions to meet all regulatory requirements.
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Kirk A. Reynolds
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Kirk A. Reynolds, a seasoned accounting professional based in Lodi, California, has been providing expert financial guidance for over 15 years. His practice specializes in offering a range of accounting services, including basic accounting services, small business accounting, and individual tax services, catering to various business structures and entrepreneurs. His expertise also encompasses payroll processing and compliance, ensuring his clients meet their tax obligations, and he provides sales tax compliance services to help businesses navigate complex tax laws.
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Kari M. Costamagna
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Kari M. Costamagna is a certified public accountant based in Lodi, California, with over 10 years of experience in accounting. Her practice focuses on serving individuals and families, as well as entrepreneurs and startups, with a specialization in basic accounting services, small business accounting, and financial planning. In addition to her general accounting services, Costamagna provides expertise in sales tax compliance and retirement account tax reporting, ensuring accuracy and compliance for her clients.
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Joseph A. Knobloch
Certified Public Accountant
Verified Licensed
Location Lodi, California 95240
Located in Lodi, California, Joseph A. Knobloch has over 10 years of experience in accounting. His areas of specialization include basic accounting services, business tax services, and small business accounting, catering to individuals and families, entrepreneurs, and startups. Additional services rendered by Knobloch include IRS representation and sales tax compliance, making him a valuable asset for those seeking comprehensive financial guidance.
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Heather D. Proehl
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Heather D. Proehl is a certified public accountant based in Lodi, California. With over 10 years of experience, she specializes in providing accounting and tax services to family-owned enterprises and small to medium-sized businesses. Her expertise includes tax planning and consulting, as well as retirement account tax reporting, helping clients navigate complex tax regulations and maximize their financial benefits. Located in Lodi, Heather serves individuals and businesses across the region, delivering personalized accounting and tax solutions tailored to their unique needs and goals.
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William R. Schmierer
Certified Public Accountant
Verified Licensed
Location Lodi, California 95242
Based in Lodi, California, William R. Schmierer provides accounting expertise to small and medium-sized businesses, as well as various business structures including S-Corps, partnerships, and LLCs. With over years of experience in the field, he specializes in basic accounting services, financial planning, and tax compliance, helping clients navigate financial complexities and meet regulatory requirements. His services include bookkeeping and financial statement compilation, as well as retirement account tax reporting, ensuring accurate and timely financial information for informed business decisions.

California maintains one of the largest and most competitive CPA markets in the nation. The California Board of Accountancy requires 150 semester units of education and specific ethics coursework for licensure. CPAs must complete 80 hours of continuing education every two years, including 20 hours in accounting and auditing subjects and 2 hours of regulatory review.

Key Tax Considerations: California has its own complex tax code separate from federal regulations, with the highest state income tax rates in the nation. CPAs commonly handle Franchise Tax Board audits, California LLC fees ($800 annual minimum), sales and use tax compliance, and multi-state tax allocations. The state's high-income population creates strong demand for estate planning, wealth management, and stock option taxation services.

Industry Specializations: Technology startups (especially Silicon Valley), entertainment and media (Los Angeles), agriculture (Central Valley), international trade, venture capital, real estate, and cannabis businesses are major focus areas. Many CPAs specialize in R&D tax credits, stock option and equity compensation taxation, film production accounting, and cryptocurrency taxation.

For CPA Professionals: The California Society of CPAs (CalCPA) offers extensive networking and continuing education opportunities across multiple chapters. Major concentrations of firms exist in Los Angeles, San Francisco, San Diego, Sacramento, and Silicon Valley. Competition is intense in metro areas but rural regions often experience CPA shortages. The state offers diverse practice opportunities but comes with high cost of living and complex regulatory requirements.